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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,569 |
ABD RETIREMENT SERVICES INC3 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $28,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,768 | $100,801-66.5% | $149,715-77.4% | $73,412-54.0% |
| Participation rate | 91.0% | 77.7%+13.3pp | 82.5%+8.5pp | 72.2%+18.8pp |
| Annual return | 22.01% | 265.34%-243.3pp | 276.66%-254.7pp | 59.30%-37.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,639 | $6,404+50.5% | $6,842+40.9% | $3,806+153.3% |
| Admin fee / account holder | $182 | $181+0.6% | $9,310-98.0% | $158+15.2% |